A Proven Strategy for Investment Success

Best-of-Class

We are not restricted by offering proprietary products
or holding an inventory of securities. Our selection
of securities and outside fund managers is based on
unbiased research and analysis. During this ongoing
process, our Senior Portfolio Managers and research
analysts conduct rigorous quantitative and qualitative
research, which enables Washington Trust to enhance
the asset allocation options.

Our choices are made because we believe they are truly
the best choices—not because we are obligated to
sell a product or reduce inventory. Our independent
structure and open architecture philosophy allow us to
strategically combine in-house expertise with external
investment management capabilities to truly achieve
“best-of-class” portfolio construction.

Institutional Expertise

Washington Trust Bank brings institutional expertise
and strategies to our clients that would not be available
to them when managing their own portfolios. One of
the main reasons for the difference in the long-term
performance of institutional portfolios versus individual
portfolios has been better diversification.

Historically, individual portfolios have diversified
by using only traditional assets—stocks and bonds.
We believe that true diversification and effective
risk management can only be achieved using asset
classes that are not highly correlated, but highly
complementary to traditional stock and bond
strategies. Our expertise allows for the construction of
individual portfolios that have the same diversification
sophistication as institutional portfolios.